Latest Institutional Transactions on Black Rock Enhanced Global Dividend Trust (BOE)
This table provides information on the latest institutional transactions involving Black Rock Enhanced Global Dividend Trust (BOE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
28.5KNew |
$247K - $289K
|
28.5K
$325K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10KNew |
$86.6K - $101K
|
10K
$114K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
936New |
$8.15K - $9.87K
|
936
$10.7K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 2.04% |
$131 - $158
|
749
$8.52K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.5KNew |
$222K - $269K
|
25.5K
$290K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
426New |
$3.71K - $4.49K
|
426
$4.85K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
500New |
$4.36K - $5.27K
|
500
$5.69K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.45KNew |
$21.3K - $25.8K
|
2.45K
$27.9K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-43- 0.32% |
$375 - $453
|
13.6K
$155K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-345- 2.99% |
$3K - $3.64K
|
11.2K
$127K
|
|
Q2 2022 | |||||||
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
250New |
$2.4K - $2.85K
|
250
$2.85K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.11KNew |
$10.6K - $12.7K
|
1.11K
$12.6K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.69KClosed |
$16.2K - $19.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.2KClosed |
$21.1K - $25.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
323New |
$3.1K - $3.68K
|
323
$3.68K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.2KNew |
$145K - $173K
|
15.2K
$172K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
65K+ 27.29% |
$623K - $741K
|
303K
$3.45M
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
20.8KNew |
$199K - $237K
|
20.8K
$237K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
596New |
$5.72K - $6.79K
|
596
$6.78K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.77K- 31.7% |
$17K - $20.2K
|
3.82K
$43.4K
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$126K - $149K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.63KNew |
$25.3K - $30K
|
2.63K
$30K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-483Closed |
$4.63K - $5.51K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-24.8KClosed |
$238K - $283K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-109- 50.0% |
$1.05K - $1.24K
|
109
$1.24K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
62KNew |
$595K - $707K
|
62K
$706K
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10.9KClosed |
$105K - $124K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-40.1KClosed |
$384K - $457K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.18K+ 9.57% |
$11.3K - $13.5K
|
13.5K
$154K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.15KClosed |
$30.2K - $35.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-23.9KClosed |
$230K - $273K
|
0
$0
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.8KClosed |
$280K - $332K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-14.7KClosed |
$154K - $183K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
4New |
$41.9 - $49.6
|
4
$45.5
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
223New |
$2.33K - $2.77K
|
223
$2.54K
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
25KNew |
$262K - $310K
|
25K
$285K
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-10.7KClosed |
$112K - $132K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-467Closed |
$4.89K - $5.79K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.7KClosed |
$28.3K - $33.5K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.79KNew |
$18.7K - $22.2K
|
1.79K
$20.4K
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.23KClosed |
$12.9K - $15.3K
|
0
$0
|
|
Q4 2021 | |||||||
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.25KNew |
$26.2K - $27.9K
|
2.25K
$25.6K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-31.4KClosed |
$366K - $388K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10KClosed |
$117K - $124K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-320Closed |
$3.73K - $3.96K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-8.85KClosed |
$103K - $110K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-5.5KClosed |
$64.1K - $68.1K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-775Closed |
$9.04K - $9.59K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.5KClosed |
$169K - $180K
|
0
$0
|